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Adobe PDF Fillable Form Submitted into Smartsheets
Hi, I had a PDF Fillable form that is used across our company. We use a PDF fillable form as it needs to be revisited and edited over the project period. Once the project is finished i was hoping the project owner could submit on the PDF sheet and it would fill out a row in a already created smartsheet project master. Is…
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Automatically send a form when an email is entered
I'm looking for a form to be automatically sent when an email is entered into a separate sheet. The form is from a separate sheet which is a survey. Once a new employee starts and we have their new company email address the recruiter would enter it into the On-boarding file and once it is entered I want an automatic email…
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Add iCal to Outlook not showing meeting detail column
Hi. I am new. I created a smartsheet, in calendar view, I created an ical link to add to my local outlook. It imports ok, however, it doesn't show the event details/ which are in another column in the grid. Any way to add another column like event details?
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Can you generate document from multiple forms in Document Builder?
Is it possible in Document Builder to generate a document from multiple forms? For example, I have projects A, B, and C. Project A uses Form A. Project B uses Form B. And Project C uses Forms A & B. Is there a way in Document Builder to generate a document using both Forms A & B in a single click, or do I have to do them…
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Segmented Sheet Permissions
Hello, I have a sheet which is a cradle to grave view of the lifespan of a deal. The problem is each of the three departments have a different permission level. In the diagram below: Buyers have Modify rights to Columns Pri,1,2 but cant see Columns 3,4,5,6 Operations have Modify rights to Pri,1,2,3,4 but cant see 5,6…
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Changes to our automated notifications
I found some dialog from April regarding the need to revise the sender name from automated@smartsheet to customized field option, but I haven't been able to find the outcome. Is there a way to change this 'sender name' to someone in my organization? If yes, is it still restricted to the owner of the sheet?
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Outbound - Email Activity Log
Hello, We are using workflows to automate notifications to folks who are involved in a project plan however, we can't see a log to see if it was sent out or not (and what the message would look like). Is there a way to see a log of who the emails are sent to and who has received them? Thanks, Nao
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Can the display confirmation message include a link/button to raise another request....
making it easier for the user if they have to raise 3 or 4 forms at the same time?
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How do I set an alert to notify an assignee?
When I assign a task to a contact that contains an email address it does not appear to send an email to the assigned individual.
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Help For Colorblind Folks
Good morning! I struggle with trying to pick the appropriate colors from the fill and text palettes due to red-green color blindness. Would it be possible to have a text bubble with the name of the color pop up when you mouse over each color in a palette in any area of the application? It would be a huge help when…
